Vodacom Group Limited

JSE:VOD 株式レポート

時価総額：R294.9b

Vodacom Group 将来の成長

Future 基準チェック /36

Vodacom Group利益と収益がそれぞれ年間15.7%と15.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.7% 13.7%なると予測されています。

主要情報

15.7%

収益成長率

13.70%

EPS成長率

Wireless Telecom 収益成長24.7%
収益成長率15.8%
将来の株主資本利益率31.68%
アナリストカバレッジ

Good

最終更新日17 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 16

VOD: Neutral UBS View Will Support Margin Strength And Future Upside

Analysts have slightly reduced their Vodacom Group price target to about ZAR201, as they recalibrate assumptions for slower revenue growth, slightly stronger profit margins and a marginally lower future P/E multiple, in line with recently initiated neutral coverage from the Street. Analyst Commentary Recent commentary around the neutral initiation highlights a balanced view on Vodacom Group, with some analysts pointing to a mix of steady fundamentals and valuation support even as overall ratings remain cautious.
ナラティブの更新 • Apr 29

VOD: Neutral UBS Initiation And Margin Risks Will Likely Cap Upside

Analysts keep their ZAR fair value estimate steady at ZAR130.00 for Vodacom Group, pointing to slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally lower future P/E assumption, supported by recent neutral initiation commentary from UBS and peers. Analyst Commentary Recent neutral commentary highlights a mixed setup for Vodacom Group, with the ZAR130.00 fair value estimate held steady but framed by a cautious tone on revenue growth, margins, and the future P/E assumption.
ナラティブの更新 • Apr 15

VOD: Neutral Stance And Margin Pressure Will Likely Cap Future Upside

Analysts have maintained their Vodacom Group fair value estimate at ZAR130.00 per share. Updated assumptions reflect higher modelled revenue growth, a lower profit margin and a slightly lower future P/E multiple, in line with recent neutral Street research on the stock.
ナラティブの更新 • Apr 01

VOD: Neutral UBS Stance Will Support Higher Future Earnings Multiple

Analysts have nudged their Vodacom Group price target slightly higher to ZAR201.69 from ZAR200.72, reflecting updated assumptions around revenue growth, profit margins and future P/E following recent research that includes a new neutral stance from UBS on the shares. Analyst Commentary Bullish analysts see the latest ZAR201.69 price target as consistent with a view that Vodacom Group can support its current P/E assumptions if it executes reliably on revenue and margin expectations.
ナラティブの更新 • Mar 18

VOD: Lower Growth And Higher Margins Will Shape Balanced Medium Term Outlook

Analysts have adjusted their Vodacom Group price target slightly higher from ZAR150.00 to ZAR151.88. This reflects updated assumptions that balance a lower revenue growth outlook with a higher profit margin and a modestly lower future P/E and discount rate.
ナラティブの更新 • Mar 04

VOD: Modest Margin Pressure Will Likely Restrain Future Upside Potential

Analysts have increased their Vodacom Group price target from ZAR125 to ZAR130, citing updated assumptions that reflect slightly higher modelled revenue growth, a modest adjustment to profit margins and a lower discount rate, while keeping the expected future P/E essentially unchanged. Valuation Changes Fair Value: raised from ZAR125 to ZAR130, representing a modest upward adjustment.
ナラティブの更新 • Feb 16

VOD: Potential Safaricom Stake Increase Will Support Higher Future Earnings Multiple

Analysts have raised their Vodacom Group price target from ZAR180.39 to ZAR200.72, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation anchor. What's in the News Vodacom Group is in talks with the Kenyan government about potentially acquiring part of the state’s stake in Safaricom Ltd., according to people familiar with the matter, with discussions described as ongoing and not final (Key Developments).
ナラティブの更新 • Feb 02

VOD: Safaricom Stake Talks And Dividend Will Shape Balanced Medium-Term Outlook

Analysts have nudged their price target for Vodacom Group slightly higher, from R148.33 to R150.00. The change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
ナラティブの更新 • Jan 19

VOD: Safaricom Stake Talks And Dividend Will Support Balanced Medium-Term Outlook

Analysts have raised their fair value estimate for Vodacom Group from R146.44 to R148.33 per share. This reflects updated assumptions that combine higher revenue growth expectations with slightly lower profit margin forecasts and an unchanged forward P/E multiple.
分析記事 • Jan 07

Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

Vodacom Group Limited's ( JSE:VOD ) price-to-earnings (or "P/E") ratio of 15x might make it look like a strong sell...
ナラティブの更新 • Jan 05

VOD: Safaricom Stake Talks And Dividend Strength Will Support Steady Outlook

Analysts have nudged their price target for Vodacom Group higher, lifting fair value from R145.22 to R146.44, as small adjustments to projected revenue growth, profit margins and future P/E assumptions filter through their models. What's in the News Vodacom is in discussions with the Kenyan government about potentially acquiring part of its stake in Safaricom, where Vodacom already holds a 39.93% interest, according to people familiar with the talks (M&A Rumors and Discussions).
ナラティブの更新 • Dec 19

VOD: Dividend, Margins And Safaricom Stake Moves Will Shape Steady Outlook

Analysts have raised their price target on Vodacom Group slightly, from ZAR 122.00 to ZAR 125.00. They cited a modestly improved profit margin outlook and a marginally lower discount rate, which more than offset slightly reduced revenue growth expectations and a marginally lower future P/E assumption.
ナラティブの更新 • Dec 05

VOD: East African Expansion And Dividend Payout Will Support Steady Outlook

Analysts have modestly raised their price target on Vodacom Group from approximately R140.80 to about R145.22 per share. This reflects slightly lower discount rate assumptions and a marginally higher future price to earnings multiple, which together more than offset small trims to long term revenue growth and profit margin expectations.
分析記事 • Dec 01

Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 13

Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will pay a dividend on the 1st of December, with...
ナラティブの更新 • Oct 06

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Vodacom Group's analyst price target has been slightly reduced from R142.67 to R140.80, as analysts factor in upward revisions to forecasted revenue growth and profit margins. This is partially offset by a lower future P/E ratio.
ナラティブの更新 • Sep 04

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

With consensus forecasts for revenue growth and net profit margin both remaining stable, analysts have maintained Vodacom Group’s fair value estimate unchanged at ZAR142.67. What's in the News Vodacom Group approved an amendment to the company's memorandum of incorporation at its annual general meeting.
分析記事 • Aug 27

Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 16.6x Vodacom Group Limited ( JSE:VOD ) may be sending very bearish...
分析記事 • Aug 06

Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Jul 16

We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Key Insights Vodacom Group's Annual General Meeting to take place on 22nd of July CEO Mohamed Shameel Joosub's total...
分析記事 • Jun 15

Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Vodacom Group Limited ( JSE:VOD ) will increase its dividend from last year's comparable payment on the 23rd of June to...
分析記事 • May 22

Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35

The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will be paying its dividend of ZAR3.35 on the 23rd...
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新しいナラティブ • Nov 13

Expanding Digital Horizons And Smashing Barriers To Drive Growth In African Telecom Markets

Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams.

業績と収益の成長予測

JSE:VOD - アナリストの将来予測と過去の財務データ ( )ZAR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/2029279,798N/A57,946N/A2
3/31/2028239,87428,31041,05274,9467
3/31/2027223,20224,26637,38770,4918
3/31/2026167,65220,64732,77356,019N/A
12/31/2025163,96319,75532,81856,864N/A
9/30/2025160,27418,86332,86257,708N/A
6/30/2025156,25117,73130,48655,254N/A
3/31/2025152,22716,59828,10952,799N/A
12/31/2024151,78115,67426,69950,487N/A
9/30/2024151,33414,75025,28848,175N/A
6/30/2024150,96415,52125,98748,593N/A
3/31/2024150,59416,29226,68649,011N/A
12/31/2023144,42516,85226,09246,860N/A
9/30/2023138,25517,41225,49744,709N/A
6/30/2023128,71317,09023,13742,830N/A
3/31/2023119,17016,76720,77640,951N/A
12/31/2022112,88216,56318,41337,836N/A
9/30/2022106,59316,35816,04934,720N/A
6/30/2022104,66516,76118,11734,374N/A
3/31/2022102,73617,16320,18534,028N/A
12/31/2021101,52516,63019,85132,820N/A
9/30/2021100,31416,09619,51731,611N/A
6/30/202199,30816,33919,71832,486N/A
3/31/202198,30216,58119,91833,361N/A
12/31/202096,25216,86119,64133,516N/A
9/30/202094,20117,14019,36433,671N/A
6/30/202092,47416,54219,15433,253N/A
3/31/202090,74615,94418,94432,834N/A
12/31/201989,52816,018N/A31,746N/A
9/30/201988,30916,092N/A30,658N/A
6/30/201987,46815,457N/A29,349N/A
3/31/201986,62714,822N/A28,040N/A
12/31/201886,85514,940N/A27,817N/A
9/30/201887,08215,058N/A27,594N/A
6/30/201886,72615,201N/A26,850N/A
3/31/201886,37015,344N/A26,105N/A
12/31/201784,74614,585N/A25,034N/A
9/30/201783,12213,826N/A23,963N/A
6/30/201782,20013,622N/A24,852N/A
3/31/201781,27813,418N/A25,740N/A
12/31/201681,47713,157N/A26,146N/A
9/30/201681,67612,895N/A26,552N/A
6/30/201680,87712,906N/A25,448N/A
3/31/201680,07712,917N/A24,344N/A
12/31/201577,79212,932N/A23,389N/A
9/30/201575,50612,946N/A22,434N/A
6/30/201575,00312,809N/A21,827N/A

アナリストによる今後の成長予測

収入対貯蓄率: VODの予測収益成長率 (年間15.7% ) は 貯蓄率 ( 9.8% ) を上回っています。

収益対市場: VODの収益 ( 15.7% ) ZA市場 ( 15.7% ) よりも低い成長が予測されています。

高成長収益: VODの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: VODの収益 ( 15.8% ) ZA市場 ( 6.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: VODの収益 ( 15.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VODの 自己資本利益率 は、3年後には高くなると予測されています ( 31.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 03:48
終値2026/05/21 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Vodacom Group Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Jonathan BradleyAbsa Bank Limited
Niel VenterAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.